What They Say
DSCC said in its blog that the value of the AMOLED stack material market would grow by 32% this year and will grow at a 16% CAGR from $1.05 billion to $2.17 billion in 2025. Mobile applications will account for more than 50% of the value of the market. Although OLED Evo from LGD uses more materials, it is expected to account only for a small share of the firm’s output and because the new capacity for OLED TV, such as QD OLED and inkjet printed OLED will have lower material revenue per panel.
The company also showed its estimated material cost forecast for LGD’s WOLED panels (below) and the blog includes a forecast for materials by deposition type that shows a significant boost for IJP deposition in 2025. It also showed data for material sales by supplier which identifies UDC as the largest supplier.
What We Think
As usual, there is more detail on the DSCC site as well as a description of the report that the data is extracted from. (BR)
OLED Stack Materials Forecast
Unyielded Material Cost per m² for WOLED Panels
